Pablo Orozco

Research Analyst at Kai Capital Management
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Native or bilingual proficiency
Skills

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Ritesh Jain

Pablo is one of the smartest research analysts I’ve had the privilege of working with. The most important quality for an investment professional to succeed and to be value accretive is to be able to interpret new data points in the context of the current macroeconomic environment. Pablo has shown this willingness and adaptability when considering new investment ideas. This is a quality I believe is required in today’s investment environment.

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Credentials

  • Passed Level II
    CFA Institute
  • Series 16 (pursuant to FINRA Rule 1220(a)(14))
    FINRA
  • Series 86 (pursuant to FINRA Rule 1220(b)(6)(B))
    FINRA

Experience

  • Kai Capital Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Research Analyst
      • Nov 2021 - Present
  • McLean Family Office
    • Research Analyst
      • Feb 2019 - Mar 2021

      Worked as a Research Analyst performing bottom-up fundamental research on US public equities with a focus on the TMT, Consumer and Industrials sectors. The McLean Family Office (MFO) was founded by Brent McLean. Prior to operating the family office, Brent founded McLean & Partners Wealth Management in 1999 and managed the business until 2014 whereupon he sold his stake to Canadian Western Bank. At MFO we look for well-financed, well-managed, growing businesses that produce excellent cash returns on invested capital. Show less

  • RBC Capital Markets
    • Canada
    • Investment Banking
    • 700 & Above Employee
    • Equity Research Associate
      • Mar 2015 - Jan 2019
  • CIBC Capital Markets
    • Capital Markets
    • 700 & Above Employee
    • Jr. Equity Research Associate
      • Jan 2014 - Feb 2015
    • Summer Jr. Research Associate
      • May 2013 - Aug 2013
  • Program for Research and Investment Management Excellence (PRIME)
    • Canada
    • Financial Services
    • 1 - 100 Employee
    • Fund Manager
      • Oct 2011 - Apr 2013

      1 of 10 students selected out of an initial applicant pool of 60+ students to manage a $1.7MM Canadian equity portfolio on behalf of the university’s endowment fund 1 of 10 students selected out of an initial applicant pool of 60+ students to manage a $1.7MM Canadian equity portfolio on behalf of the university’s endowment fund

Education

  • University of Alberta
    Bachelor’s Degree, B.Comm., Finance
    2009 - 2013
  • Sproule
    Evaluation of Oil & Gas Properties for Finance Professionals
    2018 - 2018
  • University of Navarra
    International Exchange
    2013 - 2013
  • Bishop O'Byrne Senior High School
    2006 - 2009

Community

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